UBS Group’s W&T Offshore WTI Stock Holding History

UBS Group’s Portfolio WTI Stock Details WTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-100	Closed	-$1K	–	9453
2014 Q4	$1K	Buy	+100	New	+$854	﹤0.01%	9564

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's WTI Position: Q2 2026 in Review

UBS Group reduced its W&T Offshore (WTI) stake by 35% in Q2 2026, selling an estimated $830K and leaving 421,174 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #5481.

UBS Group first reported a position in WTI in Q4 2014 and has held it in 45 quarters since. The position peaked at $3.91M in Q4 2025. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

UBS Group held 421,174 shares of W&T Offshore worth $1.33M as of Q2 2026.
UBS Group sold 223,765 W&T Offshore shares in Q2 2026, an estimated $830K.
W&T Offshore made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5481 holding.
UBS Group first reported a position in W&T Offshore in Q4 2014 and has held it in 45 quarters since.
UBS Group's W&T Offshore position peaked at $3.91M in Q4 2025.
177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.